Creating and Editing Daily Reports

Creating a Daily Report

1. Open the Work Order details page.
2. Open the Daily Report menu.
3. Click + New Daily Report.
4. Select the report date.
5. Click the newly created Daily Report to open its details page.
6. Complete the form as needed. Changes are saved automatically.
7. Click Return to return to the Daily Report list.

Editing a Daily Report

1. Open the Daily Report menu on the Work Order details page.
2. Click the Daily Report you want to edit.
3. Update the required information. Changes are saved automatically.
4. Click Return to return to the Daily Report list.

Form fields

Field	Description	Requirement
Date	The date the Daily Report was created.	Required.
Activity Note	Notes about events affecting the work on that day.	Optional.
Today	Daily Actual Progress as a percentage, compared with Plan Progress from Input Plan.	Optional.
Today Q.	Daily Actual Progress expressed as a quantity.	Optional.
Remarks	Notes for each activity.	Optional.
Daily, weekly, and monthly charts	Cumulative progress charts for all activities or the Main Activity.	Displayed automatically.
Safety Issue	Notes about safety issues, such as a workplace accident.	Optional.
Engineering Issue	Notes about engineering issues.	Optional.
Material Issue	Notes about material issues.	Optional.
Construction Issue	Notes about construction process issues.	Optional.
Personnel on Board	A list of personnel working that day and their positions.	Optional.
Material & Equipment	A list of materials and equipment used that day.	Optional.
Time & Weather	Time and weather conditions that affected the work.	Optional.
Area of Concern & Mitigation Plan	Areas requiring attention and their mitigation plans.	Optional.
Other information	Additional notes for the Daily Report.	Optional.
Prepared by	The company and PIC that prepared the Daily Report.	Optional.
Acknowledged by	The company and PIC that reviewed or acknowledged the Daily Report.	Optional.
Location	Work location.	Optional.
Weather	Weather conditions on that day.	Optional.
Event	Events recorded on that day.	Optional.
Photo	Photo documentation for that day.	Optional.